United Capital Financial Advisers, LLC Schwab Fundamental Emerging Mk Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Aug 14, 2023
BUY
$24.92 - $27.41 $606,752 - $667,378
24,348 New
24,348 $634,000
Q1 2023

May 15, 2023
BUY
$24.92 - $27.41 $606,752 - $667,378
24,348 New
24,348 $634,000
Q2 2022

Aug 11, 2022
SELL
$25.56 - $29.71 $345,085 - $401,114
-13,501 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$26.69 - $33.2 $114,793 - $142,793
-4,301 Reduced 24.16%
13,501 $391,000
Q4 2021

Feb 14, 2022
BUY
$30.22 - $33.49 $48,321 - $53,550
1,599 Added 9.87%
17,802 $552,000
Q3 2021

Nov 15, 2021
BUY
$30.86 - $32.92 $160,657 - $171,381
5,206 Added 47.34%
16,203 $522,000
Q2 2021

Aug 13, 2021
SELL
$30.51 - $33.34 $6,803 - $7,434
-223 Reduced 1.99%
10,997 $355,000
Q1 2021

May 14, 2021
BUY
$28.31 - $31.2 $66,726 - $73,538
2,357 Added 26.59%
11,220 $345,000
Q4 2020

Feb 17, 2021
SELL
$23.48 - $28.35 $50,552 - $61,037
-2,153 Reduced 19.54%
8,863 $250,000
Q3 2020

Nov 13, 2020
SELL
$23.37 - $25.29 $14,138 - $15,300
-605 Reduced 5.21%
11,016 $261,000
Q2 2020

Aug 13, 2020
SELL
$19.93 - $24.85 $299,687 - $373,669
-15,037 Reduced 56.41%
11,621 $272,000
Q1 2020

May 15, 2020
SELL
$18.64 - $30.37 $11,575 - $18,859
-621 Reduced 2.28%
26,658 $548,000
Q4 2019

Feb 14, 2020
SELL
$27.01 - $29.91 $89,403 - $99,002
-3,310 Reduced 10.82%
27,279 $814,000
Q3 2019

Nov 14, 2019
BUY
$27.31 - $28.2 $25,480 - $26,310
933 Added 3.15%
30,589 $838,000
Q2 2019

Aug 13, 2019
SELL
N/A
-107 Reduced 0.36%
29,656 $852,000
Q1 2019

May 14, 2019
BUY
N/A
133 Added 0.45%
29,763 $825,000
Q4 2018

Feb 14, 2019
BUY
N/A
29,630 New
29,630 $765,000
Q3 2017

Nov 14, 2017
SELL
N/A
-38,835 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
38,835
38,835 $1.03 Million

Others Institutions Holding FNDE

# of Institutions
344
Shares Held
164M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

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